See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,771 | $110,257+71.2% | $96,544+95.5% | $139,434+35.4% |
| Participation rate | 52.6% | 78.1%-25.5pp | 76.0%-23.3pp | 80.3%-27.7pp |
| Annual return | 17.09% | 26.32%-9.2pp | 25.84%-8.8pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,915 | $3,620-47.1% | $2,965-35.4% | $4,751-59.7% |
| Participant deferral / active EE | $4,749 | $5,548-14.4% | $4,851-2.1% | $6,710-29.2% |
| Admin fee / account holder | $2,533 | $11,591-78.1% | $8,252-69.3% | $11,403-77.8% |